See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,252 | $34,934+224.2% | $56,411+100.8% | $74,495+52.0% |
| Participation rate | 23.1% | 32.8%-9.7pp | 52.5%-29.3pp | 67.2%-44.1pp |
| Annual return | 14.00% | 25.94%-11.9pp | 1701.33%-1687.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $607 | $609-0.3% | $1,039-41.6% | $2,623-76.9% |
| Participant deferral / active EE | $1,975 | $1,170+68.7% | $1,952+1.2% | $4,346-54.6% |
| Admin fee / account holder | $3,166 | $2,364+33.9% | $2,829+11.9% | $1,942+63.1% |